Roadmap to Insurance Renewal – Exit 2

Our 2nd stop on the Roadmap to Renewal is the "Underwriting Phase".

Exit 1 - Pre-Renewal (100 - 120 Days Prior To Renewal Date)

• Discuss Open Claims and Closure Strategy

• Openly Communicate Budget Expectations for Future Bidding Purposes

• Review Risk Management Strategies to Help Mitigate Potential Claims

• Discuss Current Market Conditions for Roofing Professionals

• Communicate Current Exposures to Roofing Industry

• Discuss: Projections, Updates, and Limits

• Discuss Optional Essential Coverages (i.e. Cyber, Pollution, E&O, EPLI, Crime, etc.)

• Provide an analysis of Workers' Comp Experience Mod (NCCI Worksheets)

• Review Scope of Work and Match Insurance Program with Partner Carrier

• Obtain Updated Certificate Holder List

Exit 2 - Underwriting Phase (75 - 100 Days Prior To Renewal Date)

• Large Claim Description and Action Plan to Prevent Re-Occurring

• Obtain Updated Projections and Underwriting Data to Submit to Partner Carriers

• Discuss Budget Objectives to Match Roofing Clients' Expectations

Are you following the road map to a successful renewal?

If not, contact Roofing Risk Advisors to help you reduce costs,

fuel margins, and increase profitability.